Global Fund Operations & Client Transitions Manager

Fidelity Investments Inc.; Westlake (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments Inc. seeks a Manager for FFIO Global Product Solutions to coordinate across front-, middle-, and back-office teams in delivering seamless fund transitions and product changes. The role emphasizes customer experience and robust operational execution.

The role involves working with asset management, investment products, and distribution channels to ensure timely delivery of complex fund events, with onsite work expectations under Fidelity's model.

Qualifications

• 7+ years of fund operations experience preferred.
• Effective written and verbal communication skills.
• General investment product knowledge including pricing, structures, regulatory framework, and distribution.
• Familiarity with portfolio transition management and security settlements.

Responsibilities

• Support asset management, investment product and distribution channels in portfolio launches, conversions, mergers, and changes.
• Coordinate with internal and third-party partners to deliver timely, accurate operational components of fund events.

Skills

7+ years experience

Written & verbal communication

Fund operations

Product knowledge

Portfolio transition mgmt

Security settlements

Education

Bachelor's degree

Job description

Fidelity Investments Inc. seeks a Manager for FFIO Global Product Solutions to coordinate across front-, middle-, and back-office teams in delivering seamless fund transitions and product changes. The role emphasizes customer experience and robust operational execution.

The role involves working with asset management, investment products, and distribution channels to ensure timely delivery of complex fund events, with onsite work expectations under Fidelity's model.